See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,180 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,011 | $76,050-78.9% | $96,544-83.4% | $71,457-77.6% |
| Participation rate | 91.5% | 74.4%+17.1pp | 76.0%+15.6pp | 67.9%+23.6pp |
| Annual return | 18.22% | 22.81%-4.6pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,962 | $2,244-12.6% | $2,965-33.8% | $2,588-24.2% |
| Participant deferral / active EE | $3,386 | $4,215-19.7% | $4,851-30.2% | $4,289-21.0% |
| Admin fee / account holder | $170 | $2,707-93.7% | $8,252-97.9% | $1,587-89.3% |